Q2 2022 Holdings
Filed 2022-08-10 | 12 holdings | $159.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| International Seaways Inc(INSW) | COM | Y41053102 | $24.1K | 1,137,000 | 15.1% |
| Select Energy Svcs Inc(WTTR) | CL A COM | 81617J301 | $17.0K | 2,494,100 | 10.7% |
| Carvana Co(CVNA) | CL A | 146869102 | $16.4K | 728,300 | 10.3% |
| Opendoor Technologies Inc(OPEN) | COM | 683712103 | $15.8K | 3,349,800 | 9.9% |
| PAN Amern Silver Corp(PAAS) | COM | 697900108 | $14.4K | 732,000 | 9.0% |
| Melco Resorts and Entmnt LTD(MLCO) | ADR | 585464100 | $13.5K | 2,345,521 | 8.5% |
| Cardlytics Inc(CDLX) | COM | 14161W105 | $12.2K | 546,131 | 7.6% |
| Docebo Inc(DCBO) | COM | 25609L105 | $11.9K | 415,800 | 7.5% |
| Farfetch LTD(FTCHQ) | ORD SH CL A | 30744W107 | $11.6K | 1,613,800 | 7.2% |
| 1847 Goedeker Inc | COM | 28252C109 | $11.5K | 9,390,000 | 7.2% |
| Onemain Hldgs Inc(OMF) | COM | 68268W103 | $9.6K | 257,654 | 6.0% |
| Jackson Financial Inc(JXN) | COM CL A | 46817M107 | $1.6K | 59,360 | 1.0% |